Connect | Explore | Educate | Deliver | Implement | Re-connect
For more than twenty years, the associates at Rademacher Financial have helped people understand and use financial planning to affect their future. Our flexible, interactive planning process allows us to tailor our services to each client’s specific needs, goals and timeframe in order to help them all connect.
We expect to have a long, productive relationship with you, so it’s important that our personalities, style and investment philosophies are a good fit for each other. We take the time to learn more about you while we explain our way of doing business, responsibilities and expectations.
We explore your goals, fears and concerns about money and your future while we gather and analyze your personal information. We take clear notes about the dangers you perceive, as well as the opportunities and strengths you have in order to create a plan that is tailored to meet your needs.
We are confident that opportunities for growth will continue to present themselves, and make every effort to communicate realistic market expectations. It’s our job to combine vigilance, patience and perspective in order to maximize the opportunities that meet your needs.
We thoroughly explain the recommendations and strategy we have designed to help you connect with your dreams.
Upon approval, we go to work on your behalf, communicate on your terms and strive to simplify the process.
Regular annual or semi-annual meetings allow us to review your financial plan, answer any questions and evaluate your progress.